Retirement Capital Strategies’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Hold |
10,041
| – | – | 1.14% | 23 |
|
|
2025
Q4 | $3.59M | Hold |
10,041
| – | – | 1.33% | 21 |
|
|
2025
Q3 | $3.34M | Hold |
10,041
| – | – | 1.28% | 22 |
|
|
2025
Q2 | $3.77M | Hold |
10,041
| – | – | 1.49% | 19 |
|
|
2025
Q1 | $3.28M | Hold |
10,041
| – | – | 1.28% | 22 |
|
|
2024
Q4 | $3.28M | Hold |
10,041
| – | – | 1.24% | 22 |
|
|
2024
Q3 | $2.34M | Hold |
10,041
| – | – | 0.91% | 27 |
|
|
2024
Q2 | $2.8M | Sell |
10,041
-70
| -0.7% | -$19K | 1.12% | 21 |
|
|
2024
Q1 | $2.67M | Hold |
10,111
| – | – | 1.09% | 24 |
|
|
2023
Q4 | $2.3M | Hold |
10,111
| – | – | 1% | 23 |
|
|
2023
Q3 | $2.4M | Hold |
10,111
| – | – | 1.13% | 19 |
|
|
2023
Q2 | $2.2M | Hold |
10,111
| – | – | 1.01% | 22 |
|
|
2023
Q1 | $2.05M | Hold |
10,111
| – | – | 0.99% | 18 |
|
|
2022
Q4 | $2.19M | Buy |
10,111
+70
| +0.7% | +$16.4K | 1.07% | 19 |
|
|
2022
Q3 | $2.19M | Hold |
10,041
| – | – | 1% | 17 |
|
|
2022
Q2 | $1.85M | Hold |
10,041
| – | – | 0.83% | 20 |
|
|
2022
Q1 | $2.02M | Hold |
10,041
| – | – | 0.81% | 21 |
|
|
2021
Q4 | $1.61M | Hold |
10,041
| – | – | 0.59% | 31 |
|
|
2021
Q3 | $1.57M | Hold |
10,041
| – | – | 0.6% | 32 |
|
|
2021
Q2 | $1.35M | Hold |
10,041
| – | – | 0.52% | 35 |
|
|
2021
Q1 | $1.43M | Hold |
10,041
| – | – | 0.56% | 33 |
|
|
2020
Q4 | $1.05M | Hold |
10,041
| – | – | 0.42% | 38 |
|
|
2020
Q3 | $803K | Hold |
10,041
| – | – | 0.37% | 38 |
|
|
2020
Q2 | $787K | Hold |
10,041
| – | – | 0.37% | 29 |
|
|
2020
Q1 | $547K | Hold |
10,041
| – | – | 0.3% | 25 |
|
|
2019
Q4 | $926K | Hold |
10,041
| – | – | 0.44% | 27 |
|
|
2019
Q3 | $822K | Hold |
10,041
| – | – | 0.41% | 29 |
|
|
2019
Q2 | $820K | Hold |
10,041
| – | – | 0.41% | 28 |
|
|
2019
Q1 | $699K | Hold |
10,041
| – | – | 0.35% | 28 |
|
|
2018
Q4 | $613K | Hold |
10,041
| – | – | 0.34% | 30 |
|
|
2018
Q3 | $648K | Hold |
10,041
| – | – | 0.32% | 26 |
|
|
2018
Q2 | $658K | Hold |
10,041
| – | – | 0.35% | 16 |
|
|
2018
Q1 | $613K | Hold |
10,041
| – | – | 0.32% | 12 |
|
|
2017
Q4 | $574K | Hold |
10,041
| – | – | 0.3% | 14 |
|
|
2017
Q3 | $534K | Hold |
10,041
| – | – | 0.29% | 13 |
|
|
2017
Q2 | $428K | Buy |
10,041
+41
| +0.4% | +$1.66K | 0.24% | 15 |
|
|
2017
Q1 | $388K | Hold |
10,000
| – | – | 0.22% | 15 |
|
|
2016
Q4 | $356K | Hold |
10,000
| – | – | 0.21% | 15 |
|
|
2016
Q3 | $299K | Buy |
+10,000
| New | +$271K | 0.17% | 15 |
|
Other funds holding LPLA
VPM
VCM
SC
Retirement Capital Strategies's LPLA Position: Q1 2026 in Review
Retirement Capital Strategies held its LPL Financial (LPLA) position steady in Q1 2026 at 10,041 shares worth $3.02M. The position accounts for 1.14% of the portfolio, ranked #23.
Retirement Capital Strategies first reported a position in LPLA in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.77M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Retirement Capital Strategies held 10,041 shares of LPL Financial worth $3.02M as of Q1 2026.
- Retirement Capital Strategies left its LPL Financial share count unchanged in Q1 2026.
- LPL Financial made up 1.14% of Retirement Capital Strategies's portfolio in Q1 2026, its #23 holding.
- Retirement Capital Strategies first reported a position in LPL Financial in Q3 2016 and has held it in 39 quarters since.
- Retirement Capital Strategies's LPL Financial position peaked at $3.77M in Q2 2025.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.